BABSON CAPITAL Overview
Babson Capital Management Llc is an investment advisor that manages 156.3 BN dollars in regulatory AUM and has 622 employees, of which 253 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 2% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 2% of the manager's regulatory AUM.
BABSON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BABSON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 26% | ETF | 2.64% | 0.01% | 0 | 17% | ||
| QQQ | 12.65% | ETF | 8.56% | 0.7% | 0 | 20% | ||
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FEATURED IN
BABSON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael T. Rollings | Member Of The Board Of Managers | May-2005 |
| Clifford M. Noreen | Member Of The Board Of Managers, President, And Managing Director | December-2008 |
| Thomas M. Finke | Chairman Of The Board Of Managers And Chief Executive Officer | December-2008 |
| Susan A. Moore | Chief Administrative Officer And Managing Director | February-2010 |
| Christopher A. Defrancis | Co-General Counsel, Chief Compliance Officer, Secretary And Managing Director | November-2010 |
| Sheldon M. Francis | Co-General Counsel, Secretary And Managing Director | November-2010 |
| Paul J. Thompson | Chief Financial Officer, Chief Operating Officer And Managing Director | April-2015 |
| Elizabeth W. Chicares | Member Of The Board Of Managers | July-2012 |
| Roger W. Crandall | Member Of The Board Of Managers | November-2012 |
| M. T. Corbett | Member Of The Board Of Managers | November-2012 |
| Russell D. Morrison | Member Of The Board Of Managers, Vice Chairman And Managing Director | July-2014 |
| William F. Glavin | Member Of The Board Of Managers | November-2014 |
BABSON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
BABSON CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis:
Babson uses economic, fundamental, technical and quantitative analyses. Economic analysis emphasizes daily and historical review of economic and financial data that impact short, intermediate and long-term interest rates. Fundamental analysis examines qualitative and quantitative factors to determine an issuer’s current financial strength and expected future performance. Factors examined often include: historic and projected company financial results, credit metrics, capital structure, management assessment, financial discipline, competitive forces, economic analysis and life cycle analysis. Technical analysis involves a daily analysis of yields relative to other asset classes and other indicators as deemed appropriate in the marketplace. Quantitative analysis involves a daily analysis of the risk and return characteristics of
10
Form ADV Part 2A – Firm Brochure
A...
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Methods of Analysis:
Babson uses economic, fundamental, technical and quantitative analyses. Economic analysis emphasizes daily and historical review of economic and financial data that impact short, intermediate and long-term interest rates. Fundamental analysis examines qualitative and quantitative factors to determine an issuer’s current financial strength and expected future performance. Factors examined often include: historic and projected company financial results, credit metrics, capital structure, management assessment, financial discipline, competitive forces, economic analysis and life cycle analysis. Technical analysis involves a daily analysis of yields relative to other asset classes and other indicators as deemed appropriate in the marketplace. Quantitative analysis involves a daily analysis of the risk and return characteristics of
10
Form ADV Part 2A – Firm Brochure
A...
Unlock Full Investment Process Description
BABSON CAPITAL Portfolio Concentration
BABSON CAPITAL Location
1500 MAIN STREET
SPRINGFIELD, Massachusetts
UNITED STATES, 01115
SPRINGFIELD, Massachusetts
UNITED STATES, 01115
BABSON CAPITAL Contact Information
Phone Number: 413-226-1000
Fax Number: 413-226-1299
Website: http://www.babsoncapital.com
Fax Number: 413-226-1299
Website: http://www.babsoncapital.com
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